Wednesday, April 20, 2011

Thursday, April 7, 2011

Dividing a shrinking pie?

How can family's without sufficient assets and their advisors broach this issue with family leaders?

Only 61% of respondents have enough resources to divide their assets fairly among heirs who work in the business and those who do not, according to PricewaterhouseCoopers’ global family business survey. Also:
• 14.6% of global respondents do not have sufficient assets to distribute fairly
• 23.6% do not know or have not even considered the issue.

Our intergenerational equity calculators can help you see what your estate might be worth in 20 and 40 years, and also show how much your company must grow to support your growing family. You may be surprised!

Friday, April 1, 2011

What are YOU doing for Financial Literacy Month?

Today is not just April Fool's Day, with a big April Fool's nor'easter. It's also the first day of National Financial Literacy Month. And we have a few ideas (and money games, financial calculators, budget spreadsheets and other financial parenting tools) to help you make the most of it, whether you are a parent trying to instill financial literacy and financial values to your children, or a wealth advisor trying to help your clients do that with their children. Or both.

You can find these ideas and tools at:

So... what are YOU going to do for Financial Literacy Month?

Wednesday, March 30, 2011

Entitlement on steroids?!
(03-28) 17:09 PDT Fort Myers, Fla. (AP) --

Authorities in southwest Florida say a 17-year-old girl pointed a gun at her mother, pistol-whipped her and forced her to drive to a dealership to buy her a used car.
The sheriff's office in Lee County said Monday that the teen has been charged with aggravated assault with a deadly weapon without intent to kill, among other counts, and was being held at a juvenile detention center. The Associated Press doesn't identify minors charged with juvenile crimes.
According to officials, the mother said she didn't want to press charges because her daughter had been accepted to several Ivy League schools.
Authorities said they decided to arrest the teenager after learning that the gun had been stolen last year. The teen was not charged in that crime.